Valeo Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Sell |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $588K | Hold |
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|
2024
Q2 | $536K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $50K | Buy |
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|
2020
Q3 | $42K | Sell |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $126K | Buy |
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|
2019
Q3 | $79K | Buy |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $65K | Hold |
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|
2018
Q2 | $70K | Buy |
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